Whitfield & Associates
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · 066004028 · Illinois Department of Financial and Professional Regulation (open data pzzh-kp68)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
2 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Whitfield & Associates | home page Nov 12, 2026 | |
| Website | https://churchcpa.com/ | home page | |
| Office locality | Bolingbrook, IL | home page | |
| Phone | +16307596900 | home page | |
| Offers bookkeeping | Documented: ...ACCURATE REPORTS, Zero Compliance Issues Even if you're still using Excel, behind on bookkeeping, or know your numbers are off - we’ll help you get control of your finances and... | home page | |
| Catch-up / cleanup | Documented: ...date. Are your numbers in QuickBooks not making sense to you or your board? We'll clean up your books and give you numbers you can count on. Does your bookkeeper need professional... | home page | 5 pts (max 5) |
| Payroll coordination | Documented: ...peace of mind. Keep QuickBooks Online Current You choose who will pay the bills, run payroll and track donations. DIY or done for you. We'll keep QuickBooks Online data entry and... | home page | 4 pts (max 4) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA firm permit active · 066004028 · Illinois Department of Financial and Professional Regulation (open data pzzh-kp68) | State accountancy board Third-party Sep 26, 2026 expires Nov 30, 2027 | 8 pts (max 8) |
| Onboarding described | Documented: You'll add us to your QuickBooks Online account and online banking. We'll get your books caught-up and cleaned up. | home page Oct 22, 2026 | 4 pts (max 4) |
| Named contact / team | Belinda Whitfield, Certified Public Accountant | /about-whitfield-and-associates Oct 22, 2026 | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-statement | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Whitfield & Associates' in Bolingbrook, IL on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Illinois Department of Financial and Professional Regulation, Division of Professional Regulation license search and business registry search.
- Active CPA firm or individual license (state board): Illinois lists an ACTIVE CPA firm permit (ACTIVE) under this name, expiring 2027-11-30. It does not prove service quality.
Data limitations
- 20 of 22 evidenced items come from Whitfield & Associates's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.